Analyst - Business Management

Ascend Partner Firms•Encino, CA

1d•Hybrid

About The Position

About Lucas Horsfall Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 68th year anniversary in 2025, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a Business Management Analyst to help deliver personal and experienced service to our vast array of clients. The Role At Lucas Horsfall, a Business Management Analyst works closely with Partners and senior team members to support client financial reporting, forecasting, revenue modeling, and budgeting. This role plays a key part in delivering accurate, timely, and insightful financial information to support high-net-worth client decision-making. The role requires strong technical capability in data analysis and Excel, along with the ability to clearly interpret and communicate financial findings to both internal stakeholders and high-profile clients. The role will be achieved in a hybrid environment out of our Encino office location.

Requirements

2-4 years of experience in business management, public accounting, or financial services
Experience with Datafaction / AgilLink preferred
Strong understanding of accounting principles and financial reporting
Advanced Excel skills required (pivot tables, formulas, data analysis, reporting automation, and queries)
Experience building and maintaining financial models and reporting templates
Strong analytical and critical thinking skills with ability to work independently
Excellent written and verbal communication skills with ability to explain financial data clearly and confidently
Comfortable working with high-profile clients and/or senior stakeholders
Ability to manage multiple priorities in a fast-paced, high-volume environment

Nice To Haves

Highly detail-oriented with strong technical accuracy
Self-directed and able to operate with limited day-to-day oversight
Strong communicator who can translate data into meaningful insights
Comfortable owning reporting processes end-to-end across multiple clients
Proactive in building structure, templates, and efficiency in workflows

Responsibilities

Prepare weekly cash reports across multiple clients with accuracy and consistency
Build and maintain monthly and quarterly budgets and forecasting models to assist our clients in their business decision making
Support revenue modeling and financial projections to assist client decision-making
Prepare quarterly investment summaries, including performance and return analysis
Produce annual and quarterly financial statements for portfolio companies
Develop and maintain Excel-based reporting templates to efficiently manage high-volume, multi-client reporting
Run ad hoc financial analyses and modeling projects as needed
Interpret financial data and translate findings into clear, narrative-style insights and recommendations
Present analysis in a structured, storytelling format that supports forecasting and decision-making